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iShares Russell 1000 Value ETF

1,340 hedge funds and large institutions have $40.4B invested in iShares Russell 1000 Value ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 493 increasing their positions, 450 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,340
Holders Change
-32
Holders Change %
-2.33%
% of All Funds
22.66%
Holding in Top 10
114
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.7%
% of All Funds
1.93%
New
91
Increased
493
Reduced
450
Closed
105
Calls
$96M
Puts
$14.9M
Net Calls
+$81.1M
Net Calls Change
+$279M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
1001
Schoolcraft Capital
Colorado
$323K
WTFG
1002
Wells Trecaso Financial Group
Ohio
$323K
SWM
1003
SeaCrest Wealth Management
New York
$323K +$7.26K +50 +2%
Koshinski Asset Management
1004
Koshinski Asset Management
Illinois
$322K +$434 +3 +0.1%
JFA
1005
JNBA Financial Advisors
Minnesota
$321K -$3.63K -25 -1%
ECM
1006
ExodusPoint Capital Management
New York
$319K +$319K +2,200 New
S
1007
Surevest
California
$316K
OFA
1008
Oak Family Advisors
Illinois
$314K -$72.5K -500 -19%
FSA
1009
Fort Sheridan Advisors
Illinois
$314K +$1.16K +8 +0.4%
EWA
1010
EverSource Wealth Advisors
Alabama
$313K -$27.3K -188 -8%
EDRH
1011
Edmond de Rothschild Holding
Switzerland
$313K
KWM
1012
Keebeck Wealth Management
Illinois
$312K -$33.5K -231 -10%
PWP
1013
Principle Wealth Partners
Connecticut
$310K
GC
1014
Gibson Capital
Pennsylvania
$307K
FCA
1015
FinTrust Capital Advisors
South Carolina
$306K -$1.35K -9 -0.4%
FPCG
1016
Forum Private Client Group
Indiana
$306K +$15.5K +107 +5%
MWA
1017
Meridian Wealth Advisors
Texas
$304K -$35.3K -244 -10%
PWW
1018
Pettyjohn Wood & White
Virginia
$304K
SA
1019
Sicart Associates
New York
$302K -$21.2K -146 -7%
PP
1020
PDS Planning
Ohio
$298K -$27.3K -188 -8%
FNBT
1021
FineMark National Bank & Trust
Florida
$297K -$10.2K -70 -3%
FBB
1022
Fulton Breakefield Broenniman
Maryland
$297K +$54.7K +378 +23%
CWG
1023
Cornerstone Wealth Group
North Carolina
$296K -$9.9M -68,307 -97%
WFAG
1024
Wescott Financial Advisory Group
Pennsylvania
$296K
CFGS
1025
Concourse Financial Group Securities
Alabama
$295K -$16.7K -115 -5%